Morse Asset Management’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Morse Asset Management’s Portfolio DXJ Stock Details DXJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$102K	Buy	585 +10	+2%	+$1.68K	0.02%	194
2026 Q1	$91.2K	Buy	575 +75	+15%	+$11.8K	0.02%	187
2025 Q4	$72.1K	Hold	500	–	–	0.01%	197
2025 Q3	$64K	Hold	500	–	–	0.01%	193
2025 Q2	$57.1K	Hold	500	–	–	0.01%	197
2025 Q1	$55.1K	Hold	500	–	–	0.01%	191
2024 Q4	$55.1K	Sell	500 -1,096	-69%	-$120K	0.01%	203
2024 Q3	$169K	Buy	+1,596	New	+$170K	0.04%	180

Other funds holding DXJ

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

APTFM

AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Morse Asset Management's DXJ Position: Q2 2026 in Review

Morse Asset Management increased its WisdomTree Japan Hedged Equity Fund (DXJ) stake by 1.7% in Q2 2026, buying an estimated $1.68K and bringing the position to 585 shares worth $102K. The position accounts for 0.02% of the portfolio, ranked #194.

Morse Asset Management first reported a position in DXJ in Q3 2024 and has held it in 8 quarters since. The position peaked at $169K in Q3 2024. 421 funds tracked by Wall St. Rank hold DXJ as of Q2 2026.

Morse Asset Management held 585 shares of WisdomTree Japan Hedged Equity Fund worth $102K as of Q2 2026.
Morse Asset Management bought 10 WisdomTree Japan Hedged Equity Fund shares in Q2 2026, an estimated $1.68K.
WisdomTree Japan Hedged Equity Fund made up 0.02% of Morse Asset Management's portfolio in Q2 2026, its #194 holding.
Morse Asset Management first reported a position in WisdomTree Japan Hedged Equity Fund in Q3 2024 and has held it in 8 quarters since.
Morse Asset Management's WisdomTree Japan Hedged Equity Fund position peaked at $169K in Q3 2024.
421 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q2 2026.

Based on Morse Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.